Purchases and Sales Made in Q4 2024 in First Tr ETF Fd Viii Cboe Vest (YSEP)
This table provides information about the institutional ownership of First Tr ETF Fd Viii Cboe Vest (YSEP) during Q4 2024. The information is specifically focused on institutions that hold shares of FIRST TR ETF FD VIII CBOE VEST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
237KNew |
$5.15M - $5.4M
|
237K
$5.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
133KNew |
$2.88M - $3.02M
|
133K
$2.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
62.4K+ 34.78% |
$1.35M - $1.42M
|
242K
$5.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
17.8KNew |
$387K - $405K
|
17.8K
$399K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
12.9K+ 29.39% |
$280K - $294K
|
56.9K
$1.27M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
6.95K+ 76.31% |
$151K - $158K
|
16.1K
$359K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.39K+ 153.9% |
$117K - $122K
|
8.89K
$199K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4.78K+ 376.3% |
$104K - $109K
|
6.05K
$135K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
2.1KNew |
$45.6K - $47.7K
|
2.1K
$46.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.65K+ 10.65% |
$35.7K - $37.4K
|
17.1K
$383K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.44KNew |
$31.3K - $32.8K
|
1.44K
$32.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.22KNew |
$26.4K - $27.6K
|
1.22K
$27.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
524+ 5.05% |
$11.4K - $11.9K
|
10.9K
$244K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
387+ 2.82% |
$8.4K - $8.8K
|
14.1K
$315K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
200New |
$4.34K - $4.55K
|
200
$4.47K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-450- 31.36% |
$9.77K - $10.2K
|
985
$22K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1K- 6.94% |
$21.7K - $22.7K
|
13.4K
$300K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-12.4K- 9.96% |
$270K - $283K
|
112K
$2.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-12.8K- 11.52% |
$278K - $291K
|
98.3K
$2.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-24.4K- 26.14% |
$529K - $554K
|
68.8K
$1.54M
|